New employee onboarding Salesforce

Automation is changing our economy every day. Streamline the generation and filling out of any new employee onboarding by bringing our end-to-end automation solution together with the world’s #1 CRM system. Eliminate manual data input and human error by integrating airslate WorkFlow with Salesforce. Build a new employee onboarding that fits your business’s needs, using one holistic tool instead of many for doing different document management-related tasks like merging, filling, editing, and e-signing.

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Use a single, no-code integration instead of five different solutions

airSlate has everything you need to run end-to-end Salesforce workflows in a single application.

Forms and Surveys

Create, configure, and automate dynamic no-code web forms.

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Document Generation

Automate the process of creating agreements, contracts, and reports.

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PDF Editing

Integrate a full-featured PDF editor with your automated processes.

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Contract Management

Generate quotes, contracts, orders, and invoices.

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Electronic Signature

Sign and send documents for signing from your automated workflows.

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See it in action

Watch how to easily automate workflows in your Salesforce account using no-code airSlate Bots.

«Essentially, airSlate is paying for itself with the positive impact it has had on our workflow.»

Allen G. Mutchler, Registrar

Automate your business processes right now!

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Start automating in minutes by adding Salesforce Bots to any of your airSlate Templates

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.

Create Salesforce Records

Export to Salesforce Bot

Pre-fill from Salesforce Records

Update Salesforce Records Bot

Notify Salesforce Contacts on Documents Opening

Notify Salesforce Contacts on Documents Completion Bot

Update Salesforce Records via SOQL Bot

Invoke Salesforce Process on Documents Opening

The simplest way to handle new employee onboarding in Salesforce

If you are asking yourself how to get rid of monotonous activities related to new employee onboarding in Salesforce, airSlate is just what you need. It was designed to facilitate your experience with the service's functionalities and save you time by delegating repeating activities to Bots. One of the ways that airSlate's integrations can help you is by taking over routine processes. This can be quickly done by following the instructions below.

Set up the Bot that will help you handle new employee onboarding in Salesforce:

Log in to airSlate and enter your Workspace.
Open the Bots tab.
Click Add Bot to see all categories.
Choose Salesforce.
Select the Bot for your new employee onboarding in Salesforce workflows.
Install the Bot.
Click Connect to integrate the Bot with the proper account.
Configure the Bot.
Set up execution conditions.
Click Apply setup to finalize the integration process.

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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How do I set up data routing to and from my new employee onboarding?

The Salesforce API allows you to connect any app or website to the CRM system based on simple code. Fortunately, using airSlate, a holistic no-code platform, you can automate any new employee onboarding and integrate it into Salesforce without having any programming skills at all. Use your credentials to connect your account and manage siloed data by setting built-in Integration Bots. Get the most of your CRM system: complete your new employee onboarding, transfer data, pre-fill, and generate other documents.

How to generate a new employee onboarding in a few clicks without leaving your Salesforce account

Once you've integrated airSlate to Salesforce, your new employee onboarding is ready for automation. After that, every time the form is completed your Salesforce records will be updated automatically. Adjust your Flow at any point. Make generating a new employee onboarding easy and simple.

How does Salesforce integrate a new employee onboarding with airSlate?

airSlate provides robotic process automation that you can connect to your Salesforce account. Integration Bots adapt to whatever algorithm you set for them. Configure Bots to work with your new employee onboarding and specify what outcomes you want to see. Plus, there’s no need to use programming skills or code.

Does new employee onboarding automation require coding?

No, you don't have to write a single line of code. airSlate developers have created a unique system in which all tools are adjusted according to the user's wishes. Utilizing Bots, you use a 'brick' of code that changes as you set conditions. Setting up Bots and conditions makes it so that you can automate new employee onboarding-related processes without programming skills at all.

How does Salesforce automation for your new employee onboarding work in airSlate?

The most crucial thing in Salesforce automation is finding appropriate software. You can find some services that offer to automate your work for you, but if you're looking for a solution for automating new employee onboarding processes, airSlate will be the best choice. Upload all the documents in your current workflow, assign Roles, and add Bots that’ll do the work for you. After that, your managers will only need to control processes but won't do anything by themselves.

How do you automate new employee onboarding-related processes in Salesforce?

airSlate opens the window of opportunity for business process automation. All you need for automated work with your new employee onboarding is a web-browser and an understanding of existing processes. airSlate's user-friendly interface and useful tips help you build Flows, choose appropriate Bots, and integrate everything with Salesforce for reducing routine-heavy work and streamlining everyday duties.